Job Description

Intrepid is a specialty investment bank that offers M&A, capital raising and strategic advisory services to entrepreneurs, family‑owned companies, private equity sponsors and major corporations. The firm is based in Los Angeles with additional offices in San Francisco, New York, Chicago and Charlotte. The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. The role is available in Nashville, Los Angeles, New York and Charlotte. This is for experienced full‑time hires only; we are not accepting intern or college resumes. Responsibilities Organizing, reviewing, and analyzing due diligence processes and materials Developing valuation analyses and models (projections, LBO, DCF, public comparables, historical M&A transactions, etc.) Preparing comprehensive pitchbooks, information memoranda, management presentations and marketing materials Compiling prospective acquirer & investor lists and contacting acquirers & investors Performing key steps in the transaction execution process Supporting senior bankers in establishing relationships and maintaining direct contact with current and prospective clients Interacting with senior bankers to help build the firm (training, recruiting, mentoring, etc.) Qualifications Minimum of two years of sell‑side M&A advisory and investment banking experience with a record of completed transactions from pitch to close Outstanding academic credentials from a top‑tier school Demonstrated critical thinking, process orientation and strong attention to detail Excellent written and oral communication skills Highly proficient financial analysis and modeling skills Proactive, results‑oriented, can‑do attitude, team player Self‑starter willing to work in an entrepreneurial, demanding, and fast‑paced environment Significant maturity and ability to work collaboratively as part of a small team Proficiency with S&P Capital IQ, Pitchbook, Salesforce CRM and online data‑room platforms SIE and Series 79 and 63 licenses are required The typical base pay for this role is $170,000, depending on job‑related knowledge, skills, experience and location. The position may also be eligible for a discretionary performance‑based bonus and/or incentive compensation. Our Total Rewards program provides colleagues with a competitive benefits package, including comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days and holidays. EEO Statement We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including the San Francisco Fair Chance Ordinance, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act) to the extent that applicants are not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and do not conflict with the background screening requirements of the FINRA and the NFA. The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of a conditional offer of employment, if any. We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information or any other status of an individual or that individual’s associates or relatives that is protected under applicable federal, state or local law. #J-18808-Ljbffr

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